45+Years Experienced
Transaction Specialist


An MBA, 25 year seasoned Wall Street Veteran, Senior Vice President of
several prestigious Wall Street firms, including Investment Banking.
An owner like yourself, having successfully purchased, built, prepared
for sale and sold 5 companies within 20 years,
with capitalization totaling over $100 Million Dollars.

Professional Business Experience

Twenty-five years on Wall Street. Senior Vice President Lehman Brothers, Drexel Burnham Lambert,
and Morgan Stanley (FC) including: Investment Banking (IPO’s), Institutional Sales, and Asset Management.

Twenty years of Buying, Building, Preparing for Sale, and Selling Private Companies.

Business Ownership and Operational Experience

1998: purchased 78% of Life Point Inc. (LFP), a near bankrupt and
de-listed Public Purchase price was $250,000. Acting as Chairman & President, within 18 months,
LFP was trading on The American Stock Exchange with a Market Cap of $100 Million.

2000: Purchased a $2.1 Million Residential Estate (Flintridge, CA).
Upon completion of renovation, sold for $4.3 Million in 2006.

2005: Purchased two Sery Pro National Franchise Resales for $600,000.
Increased sales from $250,000 to $1.3 Million within 20 months and
sold for $1 Million. Honored by Sery Pro as #1 resale in the U.S.

2008: Purchased and Built Out a new Super Laundromat (Oxnard, CA),
including Video Arcade and Internet Café, with purchase price of $1 Million.
Within 12 months, sales went from zero to $1 Million and sold for $1.4 Million in 2011.

2011: Purchased Private Nursing Inc. (Tempe, AZ) for $700,000.
Took PNI through Medicare Certification, built sales from $600,000 to $2.5 Million
and sold in 2015 for $2 Million (including earn out). Over 20 Times Earnings.


BA S. Long Island University at Southampton / 1972
MBA Arizona State University / 1976
Certified Home Healthcare Administrator / 2013
Real Estate Broker / 2020

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